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iShares Core MSCI EAFE ETF
IEFA

Overview Fund Activity

1,573 hedge funds and large institutions have $81B invested in iShares Core MSCI EAFE ETF in 2023 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 713 increasing their positions, 545 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
–
Holders Change %
0%
% of All Funds
25.08%
Holding in Top 10
308
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.33%
% of All Funds
4.91%
New
97
Increased
713
Reduced
545
Closed
78
Calls
$10.3M
Puts
$3.98M
Net Calls
+$6.36M
Net Calls Change
+$22.8M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$703M
2
Bank of America
Bank of America
North Carolina
+$273M
3
Charles Schwab
Charles Schwab
California
+$198M
4
FCAS
First Command Advisory Services
Texas
+$160M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$141M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$692M
2
BCIM
Bishop & Co Investment Management
Pennsylvania
-$325M
3
Cerity Partners
Cerity Partners
New York
-$155M
4
UCFA
United Capital Financial Advisors
Texas
-$140M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1301
Rise Advisors
New York
$295K -$595K -9,244 -67%
CPWM
1302
Cypress Point Wealth Management
Texas
$293K +$293K +4,559 New
SPA
1303
Sentinel Pension Advisors
Massachusetts
$292K +$4.63K +72 +2%
KP
1304
Keel Point
Alabama
$290K +$95.7K +1,487 +49%
PK
1305
Pflug Koory
Nebraska
$289K +$289K +4,493 New
RPGK
1306
Retirement Planning Group (Kansas)
Kansas
$289K -$3.41K -53 -1%
GAG
1307
GM Advisory Group
New York
$287K – – –
BA
1308
Ballast Advisors
Minnesota
$285K -$19.1K -297 -6%
TF
1309
Theory Financial
Colorado
$285K -$30.8K -478 -10%
VIM
1310
Vista Investment Management
Pennsylvania
$285K – – –
ZIG
1311
Zullo Investment Group
Pennsylvania
$285K -$35.4K -550 -11%
RP
1312
Rowlandmiller & Partners
Georgia
$280K – – –
PPP
1313
Private Portfolio Partners
New Jersey
$280K +$14.5K +225 +5%
WJWM
1314
Williams Jones Wealth Management
New York
$279K – – –
LWCFA
1315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$278K – – –
BAMG
1316
Brand Asset Management Group
Missouri
$277K – – –
CT
1317
Clearstead Trust
Maine
$275K +$161K +2,498 +140%
B
1318
Bridgeworth
Alabama
$275K +$43.1K +669 +19%
KCM
1319
Kathmere Capital Management
Pennsylvania
$273K -$4.38K -68 -2%
AA
1320
Advisory Alpha
Michigan
$270K -$375K -5,821 -58%
AOWM
1321
Alpha Omega Wealth Management
Virginia
$270K – – –
CA
1322
CoreCap Advisors
Michigan
$270K -$54.1K -840 -17%
SFA
1323
Seneca Financial Advisors
New York
$269K – – –
XF
1324
XML Financial
Maryland
$267K -$19.4K -302 -7%
PWP
1325
Phillips Wealth Planners
Mississippi
$267K -$3.94K -63 -1%
51 52
53
54 55